Joshua D. Wallace

WALLACE WEALTH ADVISORY

JAMAICA, NY 11435

CRD#: 8130874

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Professional summary

Joshua D Lano Wallace, who also goes by Joshua D'lano Wallace, Joshua Wallace, is a registered financial advisor currently at WALLACE WEALTH ADVISORY, INC. located in Jamaica, New York.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Joshua has worked at 1 firm and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joshua D'lano Wallace | Joshua Wallace

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua D Lano Wallace's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 26, 2026 - Present

WALLACE WEALTH ADVISORY, INC.

Office #1: 147-25 94th Ave Apt 2222, Jamaica, NY 11435

RIA

CRD#: 342291

JAMAICA, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(5/26/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/3/2026

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/30/2025

Securities Industry Essentials Examination

Current Firm

WALLACE WEALTH ADVISORY, INC.

CRD#: 342291 / SEC#:

New York

Registered Investment Advisory firm - (5/26/2026 Approved)

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Contact information

Main Address

147-25 94th Ave Apt 2222, Jamaica, NY 11435

Mailing Address

Phone number

(718) 924-3409

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Joshua D. Wallace

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua D Lano Wallace's CRS (Customer Relationship Summary).

Certified licenses

Experience

WALLACE WEALTH ADVISORY, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/3/2026

SIE

Date: 10/30/2025

Current Firm

WALLACE WEALTH ADVISORY, INC.

Contact information

Documents

Red Flags

Company Information

WALLACE WEALTH ADVISORY, INC.

TRUST BUT VERIFY

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